Uranium – Increased political support against nuclear power has gathered some momentum in Switzerland, just as Germany may be discovering that increased financial and social costs for replacing nuclear power with a source of secure base load electricity plants might be less palatable.
Platinum – The perfect storm has hit platinum in the wake of the Japanese earthquake and geopolitical events in the Middle East and North Africa regions. The impact of these events are specific to the platinum market in one regard: automotive demand. Nearly 40 percent of total platinum demand comes from the auto industry.
Copper – Certain commodities are positioned to withstand the aftermath of the natural disaster and ensuing nuclear threats. Copper is one of the top picks. In an interview with Copper Investing News, Wayne Atwell, Managing Director at Casimir Capital L.P., discussed his outlook for the performance of copper, zinc and aluminum.
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